Show your network that you’re up-to-date with the markets and encourage them to rely on you for financial information. Every month, automatically send a brief market commentary video and supplemental report featuring an overview of last month’s market performance, a glance at the month ahead, and timely financial facts.

Stay top of mind with an informative video presenting a financial topic to your network. Video topics range from retirement to investment to estate planning and beyond. Simplifying the complex in an entertaining format, these videos establish you as a teacher and financial guide among your clients and prospects.

Not sure how to get started on social media? Establish a consistent, foundational presence on LinkedIn, Facebook, and Twitter with automated social posts. These FINRA-reviewed posts drive traffic back to the videos, articles, and presentations on your website.

Retain your clients during that delicate bridge between wealth accumulation and distribution with this lead-generating and niche campaign targeting pre-retirees. Over the course of several months, send your pre-retiree clientele educational videos on retirement topics, including estate planning, Social Security, and more.

It’s never been easier to wish all of your contacts a happy birthday on their special day every year. On an automatic schedule, send an informative and fun message to each contact on his or her birthday. Each email contains financial tips for that particular birthday as well as some incredible things that other great people have accomplished in that year of life.

Never miss a holiday celebration again. We’ll automatically send video fun-facts to your network on each of the major holidays. The email contains financial tips for that particular holiday. This isn’t your average holiday card; it’s a card that engages your clients and prospects.

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Copywriting Sample

Distill Your Niche

"...while they can’t turn back the clock and address these issues beforehand - such as increasing their spouse’s life insurance or saving more - there are ways to take control and feel more confident in their future.When working with widows, there are a few first steps I recommend taking:

1. Get OrganizedWhether or not you handled all of your family’s finances, some, or none, the first step is to organize your financial documents. Before you can determine how to budget and what steps to take, you have to first understand where you stand financially. If you are having trouble translating your investment account statements, a financial advisor can help you understand what your documents mean. You’ll want to copy and safeguard your important documents and review life insurance policies with a trusted advisor.

2. Budget for a Single IncomeMore than half of widows have difficulty adjusting to a single income. This may because they haven’t reevaluated their bills and expenses and adjusted..."

Copywriting Sample

Consistent Messaging

"...Once we understand your family’s current circumstances, goals, and unique needs, we develop
strategies to help preserve and potentially grow your wealth and take over the time-consuming tasks associated with managing your complex financial affairs.
Working with a family office can benefit families in a number of ways, including:

Copywriting Sample

Unique Articles in Your Voice

"...More than likely, you have a clear understanding of your relationship with your doctor or your dentist. You pay a fee and, in return, you receive a service, including advice and recommendations based on your individual situation. It would make sense then for your relationship with your financial advisor to be the same; but for many, that’s not the case.

At Financial Guideposts, we’ve noticed a trend: that the general public does not understand the relationship they have with their financial advisor. We want to change that. We believe there are two critical aspects you should understand when working with a financial advisor: how he or she gets paid and what services he or she provides..."